What You Need for Your Visit

Please bring all originals with you on the day of your appointment and, if you haven’t filed 2016 with us, bring a copy of your last return. You don’t need to send us your business expenses in advance, just add them up with totals for the year by categories. If you need help, ask us for a template spreadsheet.

General Income

W-2 for employment

1099-MISC for self-employment

Schedule K-1 for active or passive partners

Property Deductions

1098 mortgage interest & property taxes paid

HUD-1 or closing statement for new owners

Investment Income

1099-INT for bank interest

1099-DIV for dividends

1099-B for stock sales

Dependents

Name, date of birth, and federal ID (Social Security Number)

Address for each child care provider or after school program/summer camp

Retirement

Distribution or contribution form to a retirement plan (401(k), IRA, etc.)

Transfer or rollover form from one retirement plan to another

Healthcare

1095-A (Health Insurance Marketplace Statement)

1095-B (Health Coverage)

1095-C (Employer Provided Health Insurance Offer and Coverage)

Education Credit

1098-E student loan interest

1098-T tuition paid

Donations

Receipts for all donations by cash/check and non-cash

Prepare for Your Appointment

You can speed up your appointment by sending us your tax forms and other documents 10 days in advance. Ways to send:

Organize and manage all your documents using your Intuit Link account. If you don't have an account setup, please contact info@morsetax.com and we'll setup a free account for you. As a bonus, you'll be able to see and maintain your return history through Morse Tax.

Email

If possible, please scan everything as one file and name it in the following format LastName,FirstName-Date-Of-Appointment (Doe,John-2-10-13). Make sure to list the date and time of your appointment in the subject line. info@morsetax.com

Fax

When you fax to 917-386-2568, please put the date and time of the appointment and number of pages on the cover sheet.

US Postal

If you decide to send your forms through regular mail or a messenger service, please ensure they are copies and not the original documents themselves.